Portland Investment Advisors is an independent investment management company employed by our clients to help them maximize their ability to meet current and future financial goals. Acting in the capacity of a fiduciary, we work solely on behalf of our clients, affording each individual investor the highest level of trust and satisfaction.
This unique value in today's financial advisory marketplace is further complimented by our disciplined investment approach. By using advanced technology to support our behavioral portfolio management techniques, we are able to harness market characteristics to build superior portfolios.
This unique value in today's financial advisory marketplace is further complimented by our disciplined investment approach. By using advanced technology to support our behavioral portfolio management techniques, we are able to harness market characteristics to build superior portfolios.
Services
Portland Investment Advisors is proud to offer conflict free investment advice to all of our clients. While the benefits of a customized investment strategy are rarely up for debate, there are other characteristics about your investment advisor that you should understand and become knowledgeable about.
All strategies offered by PIA are built on a strong foundation of academic research, using empirical evidence, rather than theory to drive investment decisions. As investors, novice and expert alike, we find ourselves in a world that continues to demand more from us, for less.
With a limited supply of time, investors have had to rely more and more on their past experiences, requiring them to make quick and uninformed decisions using very limited resources of information.Empirical evidence found in modern day science (behavioral finance), suggest that it is this reliance on heuristics that limit the quality of an investor's decision making ability.
With a limited supply of time, investors have had to rely more and more on their past experiences, requiring them to make quick and uninformed decisions using very limited resources of information.Empirical evidence found in modern day science (behavioral finance), suggest that it is this reliance on heuristics that limit the quality of an investor's decision making ability.
Portland Investment Advisors was founded by Casey Doody in response to the increasing demand for unbiased investment advice. Having spent the majority of his career working for one of America's largest online brokerage firms, Casey has extensive experience in helping wealthy investors implement strategies that are both customized and efficient.
Here at Portland Investment Advisors, we provide investment management services to high net worth individuals, corporations and non-profits. As an independent investment manager, we are distinguished by our commitment to remain objective throughout the investment process, and in an ongoing fashion as changes to strategies are made.
As a fiduciary, our client's interests are our first priority. Recognizing that all successful investors have a plan and a strategy to meet their financial goals, we begin our client relationships by exploring the details of your specific financial situation.
At the onset of our conversations, we bring to light any questions or concerns that you may have, address any problem areas that exist or may come about, and move in a direction that allows us to clarify your expectations for the future.This first step is one of great importance. We are often able to identify risks that you may be unaware of, or identify portfolio inefficiencies that otherwise create a drag on your performance.
At the onset of our conversations, we bring to light any questions or concerns that you may have, address any problem areas that exist or may come about, and move in a direction that allows us to clarify your expectations for the future.This first step is one of great importance. We are often able to identify risks that you may be unaware of, or identify portfolio inefficiencies that otherwise create a drag on your performance.
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